Early Retirement Right for You? Key Considerations and Strategies

Navigating Market Volatility: How Emotions Impact Your Investments

How Estate and Gift Taxes Can Impact Your Financial Plan

Tom Fridrich, JD, CLU, ChFC®, Manager and Senior Wealth Planner Giving something you own to someone else. It’s a simple, human act – one that seems like it shouldn’t take too much planning to do it correctly. But when does gifting become a tax issue? What do you need to consider about gifti …

The Importance of Communication in Estate Planning

Why You Might Need a Power of Attorney

Have you thought about your legacy? We highly recommend that you appoint a trusted family member or friend as your power of attorney (POA), giving them the ability to help with your financial or health needs, should an unfortunate event occur in your life.

Aligning Tax Planning with Retirement Planning

Back to Basics: Simplifying Your Financial Future with Brent Oliver

Master Your Retirement: Monthly Financial Planning Tips for 2025

Behind the Scenes with Avery Wealth: Brent Oliver CFP®’s Story

Avery Wealth’s Mission to Help You Ramp Up to Retirement

Who is Dan Reese?

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